WIA

Western Asset Inflation-Linked Income Fund
WIA

Overview Fund Activity

58 hedge funds and large institutions have $138M invested in Western Asset Inflation-Linked Income Fund in 2019 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$1.81M
2
1CP
1607 Capital Partners
Virginia
+$1.24M
3
CRC
Curi RMB Capital
Illinois
+$1.01M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$988K
5
SIA
Sit Investment Associates
Minnesota
+$882K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$849K
2
Morgan Stanley
Morgan Stanley
New York
-$277K
3
WAM
Weiss Asset Management
Massachusetts
-$157K
4
UBS Group
UBS Group
Switzerland
-$155K
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$73K
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
1
Wells Fargo
California
$39.6M +$689K +61,440 +2%
SIA
2
Sit Investment Associates
Minnesota
$20.9M +$882K +78,697 +4%
1CP
3
1607 Capital Partners
Virginia
$18.6M +$1.24M +110,700 +7%
Bank of America
4
Bank of America
North Carolina
$15.9M -$849K -75,771 -5%
Invesco
5
Invesco
Georgia
$5.3M +$392K +34,951 +8%
WAM
6
Wakefield Asset Management
Colorado
$3.82M +$113K +10,040 +3%
KIM
7
Karpus Investment Management
New York
$3.13M +$1.81M +163,633 +138%
Morgan Stanley
8
Morgan Stanley
New York
$3.02M -$277K -24,738 -8%
RGC
9
Roberts, Glore & Co
Illinois
$2.84M +$67.3K +6,000 +2%
HFS
10
HL Financial Services
Kentucky
$2.7M +$10.8K +966 +0.4%
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$2.11M -$17.3K -1,540 -0.8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.79M +$131K +11,667 +8%
RPA
13
Rock Point Advisors
Vermont
$1.73M +$15.7K +1,400 +0.9%
Stifel Financial
14
Stifel Financial
Missouri
$1.61M -$68.8K -6,164 -4%
GWI
15
Grace & White Inc
New York
$1.37M – – –
CRC
16
Curi RMB Capital
Illinois
$1.35M +$1.01M +90,241 +302%
LCM
17
Landscape Capital Management
New Jersey
$1.21M +$415K +37,012 +52%
MML Investors Services
18
MML Investors Services
Massachusetts
$1.02M -$12.6K -1,126 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$988K +$988K +88,152 New
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$973K -$33.6K -3,000 -3%
AA
21
Ancora Advisors
Ohio
$762K – – –
RJA
22
Raymond James & Associates
Florida
$742K -$51.1K -4,558 -6%
WAM
23
Wolverine Asset Management
Illinois
$691K +$691K +61,675 New
6M
24
6 Meridian
Kansas
$512K +$512K +45,683 New
PAG
25
Private Advisor Group
New Jersey
$500K – – –
1
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